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2026-10-01
Trump-Xi talks leave chip policies unchanged; US guards AI advantage while China pursues self-reliance
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digitimes.com 2026-10-01
2026-09-22
Nvidia Vera Rubin NVL72 Full Production: What Changed - shattered.io
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shattered.io 2026-09-22
2026-09-15
Broadcom (AVGO.US) CEO Pushes Back Against 'AI Braking' Narrative: AI Semiconductor Revenue Target Unchanged, Aiming for $230 Billion by 2028 - Moomoo
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www.moomoo.com 2026-09-15
2026-09-07
AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed? - Yahoo Finance
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finance.yahoo.com 2026-09-07
2026-09-04
Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed? - Yahoo Finance
0.92
finance.yahoo.com 2026-09-04
2026-08-31
IREN (IREN) Is Down 11.0% After $2.4 Billion Debt-Funded NVIDIA GPU Bet - What's Changed - simplywall.st
0.65
news.google.com 2026-08-31
2026-08-28
Cadence Design Systems (CDNS) Is Up 10.8% After Raising Guidance On AI Agents Pivot - Has The Bull Case Changed? - Yahoo Finance
0.75
finance.yahoo.com 2026-08-28
2026-08-28
Synopsys (SNPS) Is Up 16.8% After Raising FY26 Guidance Amid Mixed Profit Trends – Has The Bull Case Changed? - Yahoo Finance UK
0.75
uk.finance.yahoo.com 2026-08-28
2026-08-28
Synopsys (SNPS) Is Up 16.8% After Raising FY26 Guidance Amid Mixed Profit Trends – Has The Bull Case Changed? - Yahoo Finance
0.92
finance.yahoo.com 2026-08-28
2026-08-26
Stock futures are little changed as traders await key inflation report, Nvidia earnings - CNBC
0.75
www.cnbc.com 2026-08-26
2026-08-25
Coherent (COHR) Is Down 17.6% After Profit Return And 300mm SiC AI Push Has The Bull Case Changed? - Yahoo Finance
0.85
news.google.com 2026-08-25
2026-08-24
How NVIDIA AI Infrastructure Financing Deal At KKR (KKR) Has Changed Its Investment Story - simplywall.st
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simplywall.st 2026-08-24
2026-08-21
Micron CEO Sanjay Mehrotra says AI has changed memory demand - qz.com
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qz.com 2026-08-21
2026-08-21
Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry - CNBC
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www.cnbc.com 2026-08-21
2026-08-19
Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief - 24/7 Wall St.
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247wallst.com 2026-08-19
2026-08-19
U.S. Futures Little Changed After Semiconductor-Led Selloff: Dow Jones, S&P, Nasdaq, Wall Street - Yahoo Finance
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finance.yahoo.com 2026-08-19
2026-08-15
indie Semiconductor (INDI) Is Up 16.6% After Mixed Q2 Results And New ESOP Share Offering – Has The Bull Case Changed? - simplywall.st
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news.google.com 2026-08-15
2026-08-14
How the CHIPS Act changed Binghamton and Upstate New York - Press & Sun-Bulletin
0.65
news.google.com 2026-08-14
2026-08-12
Synopsys (SNPS) Is Up 5.0% After AI Chip-Design Deals And Outlook Hike - Has The Bull Case Changed? - simplywall.st
0.95
simplywall.st 2026-08-12
2026-08-11
Has the semiconductor market changed since spring? - Evertiq
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evertiq.com 2026-08-11
Since the spring, the global semiconductor market has shown a complex and evolving landscape. While the industry continues to grow, that growth is not evenly distributed. AI, memory, and data center sectors have driven record revenues, while other parts of the electronics industry face a different r
Semiconductor MarketAI-driven GrowthMemory MarketSupply Chain ReshapingGeopolitical TensionsInventory NormalizationIndustry TrendsElectronics Industry